Home Speakers Azeem Azhar Quote Our own models land closer to Anthropic’s “substantial scenario,” where AI adds about 8.3% to US GDP by 2030, so its impact is initially slightly lower than the Internet’s at its peak before picking up rapidly.
Words found on the source page on Nov 6, 2026.
More from Azeem Azhar Blog AI politics & the future of growth #602 Sep 19, 2026
If American businesses keep buying and American voters hate it, this will end up settled in the political arena. Blog AI doesn’t need a mind to run amok Sep 19, 2026
If the Hugging Face attack needed an Astra-quality, unreleased model from OpenAI, well, within a year or two, that sort of capability will cost a tenth and might even run on any device anywhere. Blog AI doesn’t need a mind to run amok Sep 19, 2026
Software has a way of turning one isolated example into a hundred, then a thousand, then a million, without much else changing. Blog AI politics & the future of growth #602 Sep 19, 2026
We have to hold in our heads that most Americans appear to loathe AI, but businesses and consumers seem to like it enough that Anthropic is well on its way to $100bn in annualised revenue this year. And despite being on track to be the fastest-growing company ever, Anthropic’s leadership believes they might kill all their customers. Blog I do not want your brains to rot Sep 17, 2026
Cognitive offloading is a strategic delegation that costs nothing. Cognitive surrender is something different; an uncritical abdication of reasoning itself. And there is something about AI, about its allure and potency, that could make surrender far more widespread. Blog I do not want your brains to rot Sep 17, 2026
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I believe we’ll look back on the week of 6th September as the moment we felt the curve of AI turn upwards and strain many of our previously held assumptions. Blog Look up, the curve turned #601 Sep 13, 2026
The proof AI produced runs to more than 500 pages and will not be intelligible to any human. That is a strange milestone in our history, in philosophy, in science and in mathematics that could fundamentally change our relationship with knowledge – humans won’t be able to inspect the proof, or understand it at all.
On the same topics Blog The Most Important Market in AI is the Middle Sep 23, 2026
But the right tail of the market is thinner than almost anyone forecast. Blog The Most Important Market in AI is the Middle Sep 23, 2026
Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it. Blog The Most Important Market in AI is the Middle Sep 23, 2026
Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest. Blog Frontier Overhangs Sep 21, 2026
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure. Blog Frontier Overhangs Sep 21, 2026
Pure capability no longer translates directly into a moat. Blog AI Comes for the If Statement Sep 21, 2026
If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin. About this quote 
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